George Kurdin

Thrilled to announce that Together Fund is investing in Sentra, alongside a16z speedrun! You track results in Jira. Decisions in Notion. Conversations in Slack. But the reasoning, the debates, trade-offs, and context behind why you chose A over B, disappears into what we call "Dark Matter." A decision made in March looks insane by July because no one remembers the constraints that made it smart. I lived this firsthand at Twitter scaling from 800 to 8,000 employees, and at Google while launching AI Overviews to billions at planet scale. The problem isn't process. Process is compensation for something deeper: organizational amnesia. An organization’s "Systems of Record" doesn’t solve this, they encode it. They store what happened, never why. That's why we are investing in Sentra. Sentra is the always-on collective memory that eliminates organizational amnesia by maintaining accurate context for all members and agents, functioning as an operational nervous system. It connects to every channel where work happens, meetings, Slack, email, code commits, docs, calendars, and treats them not as artifacts to search, but as living signals to synthesize. The fleeting and the permanent, unified into a memory that understands. The founding team is built for this: - Jae Gwan Park (CEO): Product-first founder, memory systems research at UofT and MIT - Ashwin Gopinath (CSO): Former MIT professor, created "Reflexion" (NeurIPS 2023), agents that learn from mistakes, 2x founder - Andrey Starenky (CTO): Early Vapi engineer, ex-IBM, built to process enterprise-scale data firehose Together is an operator-led fund. We invest in problems we've lived. This is one of them. Many congrats Jae, Ashwin and Andrey, we are so excited to partner with you! Read the full thesis: https://lnkd.in/gixj9cE4 Book a demo: https://www.sentra.app/ #OrganizationalMemory #AI #Sentra #TogetherFund #a16z #ContextGraphs

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At Vibe Capital, we believe the venture landscape is bifurcating. The reason is simple: reality is full of drunk cats. "Drunk Cats" are the emergent, second-order effects that arise from simple rules. They can tank a product, entire system, or an entire country. The ability to see -and master - these drunk cats reveals the true split in startups today. It is no longer between software and hardware, but between "impressionistic" founders who map the world as it is, and "mechanistic" founders who can reverse-engineer reality from first principles. My latest Dave's Quick Hits newsletter provides the playbook for identifying and funding these mechanistic architects. It is about a fundamental shift from describing effects to mastering cause. I break down the three core stages of the Mechanistic Playbook: 1. See the System: Identifying the hidden rules and emergent flaws in any complex system, from software to biology. 2. Debug the System: Using technology to patch the legacy "bugs" of a previous industrial paradigm. 3. Architect a New System: Building with true primitives, like DNA, to program matter itself. The next trillion-dollar companies won't be built by operators chasing surface-level trends. They'll be built by system-thinkers who can see, debug, and architect reality’s source code. You can read the full analysis and the investment theses here: https://lnkd.in/dkhkBUwh #VentureCapital #DeepTech #FrontierTech #Investing #Strategy #Biotechnology #Nanotechnology #vibecap #vibecapital #drunkcats

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𝗪𝗵𝘆 𝘄𝗲 𝗯𝗮𝗰𝗸𝗲𝗱 𝘁𝗵𝗲 "𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗻𝗴 𝗦𝘆𝘀𝘁𝗲𝗺" 𝗼𝗳 𝘁𝗵𝗲 𝗔𝗜 𝗖𝗹𝗼𝘂𝗱. When we first met the team at hosted·ai, one stat blew us away: AI workloads often consume only 40% of the GPU capacity they are paying for. In the Gold Rush of 2026, everyone is selling shovels. But hosted.ai is building the automated machinery that makes those shovels work 24/7. They announced their Series A to scale their mission of making GPU infrastructure simple, affordable, and—most importantly—profitable for providers outside the "Big Three" hyperscalers. It’s rare to find a team with this much "scar tissue" in infrastructure (25+ years of experience) tackling the most pressing bottleneck in tech today. Onward and upward! 📈 #Startups #Founders #AI #GPUaaS #InvestmentNews z21 Ventures Raj Shekhar Singh Jyotika Gupta Sudarshan Ravi Udit Batish Carl Fritjofsson

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30+ VCs Backing Marketplace Startups Below is a cross-stage, cross-sector mix of firms that back marketplace and platform companies early and support them as they grow. Consumer and platform investors Upfront Ventures 1752vc (Formerly Pegasus) BAM Ventures Forerunner Brand Foundry Ventures Maveron BoxGroup Greycroft Alumni Ventures Marketplace natives and network effects specialists FJ Labs NFX Great Oaks Venture Capital RiverPark Ventures Left Lane Capital First Round Capital Lerer Hippeau Precursor Ventures Seed partners building two-sided platforms early Founder Collective NextView Ventures Uncork Capital Slow Ventures Bling Capital Gaingels Initialized Capital Felicis Multi-stage firms backing marketplace winners at scale Accel Bessemer Venture Partners Lightspeed General Catalyst New Enterprise Associates (NEA) Kleiner Perkins Bain Capital Ventures (BCV) Founders Fund

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What do you do with a fresh $100m and dozens of the largest companies in the world as customers (The Coca-Cola Company, Novartis, Pfizer and all those other fancy logos, you know who you are!)? I'll tell you what ORO Labs does -- build AI agents on supply chain data ontologies which find problems fast, report real time spend, save literal 100s of millions of dollars, and super power procurement. Therefore your marketing leader in Brazil partners faster, your supply chain of chemicals components is more agile, your bankers buy the tech same day. The world moves faster. Simply said, ORO Labs is a marque examples of a system of record which is AI powering the largest companies in the world. The business is also run by the nicest and best of people. I'm so excited for Sudhir Bhojwani Lalitha Rajagopalan Yuan Tung and all of the team. So excited for this milestone and to be moving at speed.

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Welcome HelloPackage and CEO Paul Favorov to the Brown and White Ventures portfolio. Our venture capital fund, built independently by St. Bonaventure University alumni, has reached an agreement to invest in PackageSolutions, a startup whose lead service, HelloPackage, redefines last-mile logistics in multifamily and student housing through AI, automation, and on-site holding of deliverable packages. In HelloPackage, PackageSolutions has built a system which centralizes delivery management, package tracking, and resident communication into one intelligent system. HelloPackage, founded in Atlanta, Georgia, manages thousands of packages and delivery drivers each month—reducing operational costs, improving resident experience, and creating new NOI for property owners. “What Brown and White Ventures finds in HelloPackage is a company that enhances security and convenience in a universal experience: the home delivery of goods and services,” Jim Aroune, co-founder and General Partner of Brown and White Ventures, LLC. “PackageSolutions is poised to successfully leverage technology to address this challenge, especially for those who live in multi-unit housing and residential developments.” "We’re excited to have Brown & White Ventures join us as a strategic partner and advisor in our next phase of growth. Their investment reflects confidence in our technology, team, and vision to deliver AI, computer vision, and service that simplify last-mile logistics and elevate the resident experience,” said Paul Favorov, CEO/CTO of PackageSolutions, maker of HelloPackage. Owners and operators use HelloPackage to reduce onsite staff burden, lower costs, and improve resident satisfaction—helping communities lease faster and retain residents longer. HelloPackage currently serves 52,000 units, including communities managed by NMHC Top 20 Owners and Operators. The company processes more than six million packages annually and maintains a 4.4-star resident satisfaction rating across more than 50,000 reviews.  “With the support from Brown & White Ventures, we’ll accelerate customer implementations, expand into key markets like Texas and the West Coast, and bring our AI-driven logistics solution to more communities overwhelmed by packages and delivery drivers,” Favorov said. Its commitment to PackageSolutions is Brown and White Ventures’ fifth investment in a portfolio company in its first year of distributing funding to startup companies. #VC #package #delivery #tech #AI #invest

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